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Using Insights

Updated

Insights and dashlets display data that you’re interested in tracking on your vintrace Dashboard.

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Insights provide a way for you to compare specific values with values in the past so that you can see how your business is performing. They let you foresee potential problems so that you can address them.

For example, you can view the current quarter’s production loss and compare it to the same quarter from last year. With insights, you can see how sales are tracking from one month to the next, or how this year’s harvest tonnage compares with last year.

You can add the insights that you need, then control what data it displays by specifying filters and other configuration options. You can also rename the insight, change its position, or refresh its data.

Adding an Insight to Your Dashboard

To add an insight to your dashboard:

  1. Click Dashboard_20200402.png Dashboard in the sidebar.
  2. Click the Plus_in_Green_Circle_20200319.png add icon.
  3. Select New Insight.

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A window displays the available insights.

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  1. Select the insight that you want to add to your dashboard. The Configure window displays the available configuration options for the insight.

The configuration options will differ depending on the selected insight.

  1. Specify the filters and details for the insight.
  2. Click Save.

You can hover over the insight to view a tooltip that describes what information the insight displays.

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Changing an Insight’s Title

An insight’s title displays in the middle of its tile.

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To change an insight’s title:

  1. Hover over the insight. Several icons display at the top of the insight.

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  1. Click the Three_Vertical_Dots_20200623.png icon.
  2. Select Configure.

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The Configure window displays.

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  1. Enter the title that you want to display for the insight.
  2. Click Save. 

Moving an Insight

You can change an insight’s position on your Dashboard.

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To move an insight:

  1. Hover over the insight.
  2. When the Drag_Cursor_20201029.png cursor displays, click and drag the insight to its new position.

Configuring an Insight

You can change the configuration of an insight to use different filters and display different details.

To configure an insight:

  1. Hover over the insight. Several icons display at the top of the insight.

Insight_Icons_20201029.png

  1. Click the Three_Vertical_Dots_20200623.png icon.
  2. Select Configure.

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The Configure window displays.

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  1. Select the filters and details for the insight.

The configuration options will differ depending on the selected insight.

  1. Click Save.

Refreshing an Insight

Refreshing an insight updates its information. To refresh an insight, hover over the insight, then click the Refresh_20201029.png refresh icon.  

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Removing an Insight

If you no longer need an insight, you can remove it from your Dashboard.

Removing an insight causes it to not display in your dashboard. You can re-add the insight at any time.

To remove an insight from your Dashboard:

  1. Hover over the insight. Several icons display at the top of the insight.
  2. Click the Three_Vertical_Dots_20200623.png icon.
  3. Select Remove. 

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